JPMorgan Equity Income’s talented leader and proven approach merit a Morningstar Analyst Rating of Gold for its cheapest share classes and Silver for its most expensive one.
JPMorgan Equity Income C OINCX
NAV / 1-Day Return
22.56
/
0.13
%
Total Assets
50.2 Bil
Adj. Expense Ratio
1.460%
Expense Ratio
1.460%
Fee Level
Below Average
Longest Manager Tenure
18.04
years
Category
Large Value
Investment Style
Large ValueMin. Initial Investment
1,000
Status
Open
TTM Yield
0.96%
Turnover
16%
Morningstar’s Fund Analysis OINCX
Will OINCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OINCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the OINCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of OINCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Dependable.
